Oppenheimer & Co. Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Oppenheimer & Co. Inc. reported 1,556 stock positions worth $6.6 billion. Its top holding was Microsoft (MSFT) at 4.0% of the portfolio, followed by Apple (AAPL, 3.8%) and Nvidia (NVDA, 2.1%). Compared with Q4 2024, it opened 144 new positions, sold out of 128, added to 789 and reduced 536. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +2%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000822581
- Portfolio Value
- $6.6B (Q1 2025)
- SEC Filing
- 0001085146-25-002234 ↗ filed Apr 23, 2025
Holdings Value
Holdings 1,556 stocks · $6.6B
| MSFT Microsoft Corp. | 3.95% | 696,901 | $261.6M | Reduce -1.6% |
| AAPL Apple Inc. | 3.82% | 1,138,299 | $252.9M | Add +3.9% |
| NVDA Nvidia Corp. | 2.06% | 1,257,865 | $136.3M | Add +0.8% |
| AMZN Amazon.com Inc. | 1.82% | 632,808 | $120.4M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 198,363 | $105.6M | Add +1.6% |
| META Meta Platforms Inc. Class A | 1.52% | 174,098 | $100.3M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 1.48% | 397,818 | $97.6M | Add +9.0% |
| COST Costco Wholesale Corp. | 1.34% | 93,960 | $88.9M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 1.09% | 468,308 | $72.4M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 126,006 | $70.5M | Add +14.3% |
| GOOG Alphabet Inc. Class C | 1.01% | 426,722 | $66.7M | Reduce -0.8% |
| V Visa Inc. Class A | 0.96% | 180,535 | $63.3M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.93% | 109,024 | $61.3M | Add +1.7% |
| LLY Eli Lilly & Co. | 0.92% | 73,357 | $60.6M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 127,209 | $59.7M | Reduce -6.0% |
| AVGO Broadcom Inc. | 0.81% | 321,419 | $53.8M | Reduce -1.4% |
| HD Home Depot Inc. | 0.73% | 130,967 | $48.0M | Add +3.8% |
| WMT Walmart Inc. | 0.64% | 484,613 | $42.5M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 0.57% | 68,878 | $37.6M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.56% | 72,683 | $37.4M | Add +21.0% |
| DGRO iShares Core Dividend Growth | 0.56% | 598,147 | $37.0M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 0.54% | 617,043 | $36.0M | Add +11.7% |
| TSLA Tesla Inc. | 0.53% | 136,421 | $35.4M | Reduce -5.0% |
| IWF iShares Russell 1000 Growth | 0.53% | 97,663 | $35.3M | Reduce -2.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.53% | 637,212 | $34.9M | Add +2.5% |
| AMGN Amgen Inc. | 0.52% | 109,833 | $34.2M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 320,912 | $33.6M | Add +7.4% |
| XOM Exxon Mobil Corp. | 0.50% | 275,920 | $32.8M | Reduce -8.7% |
| GILD Gilead Sciences Inc. | 0.49% | 290,226 | $32.5M | Add +1.4% |
| ABBV Abbvie Inc. | 0.48% | 152,607 | $32.0M | Add +1.8% |
| PWR Quanta Services Inc. | 0.46% | 119,067 | $30.3M | Reduce -5.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.46% | 272,883 | $30.1M | Add +8.5% |
| CVX Chevron Corp. | 0.45% | 179,014 | $29.9M | Add +3.4% |
| JNJ Johnson & Johnson | 0.45% | 177,768 | $29.5M | Reduce -2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 348,754 | $29.4M | Reduce -34.6% |
| GLD SPDR Gold Shares | 0.42% | 97,156 | $28.0M | Add +6.3% |
| CSCO Cisco Systems Inc. | 0.42% | 446,481 | $27.6M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.41% | 51,765 | $27.1M | Reduce -12.7% |
| MA Mastercard Inc. Class A | 0.41% | 49,451 | $27.1M | Add +4.3% |
| NFLX Netflix Inc. | 0.40% | 28,203 | $26.3M | Reduce -4.5% |
| WM Waste Management Inc. | 0.38% | 109,587 | $25.4M | Reduce -6.8% |
| VZ Verizon Communications Inc. | 0.37% | 545,644 | $24.8M | Reduce -3.9% |
| PG The Procter & Gamble Co. | 0.37% | 144,535 | $24.6M | Reduce -2.3% |
| IWP iShares Russell Mid-Cap Grow | 0.36% | 202,296 | $23.8M | Add +12.9% |
| ACN Accenture PLC Class A | 0.35% | 74,689 | $23.3M | Add +1.3% |
| KKR KKR & Co. Inc. | 0.34% | 196,069 | $22.7M | Reduce -4.7% |
| T AT&T Inc. | 0.34% | 801,362 | $22.7M | Reduce -35.5% |
| ETN Eaton Corp. PLC | 0.34% | 82,740 | $22.5M | Add +7.2% |
| LOW Lowe's Cos Inc. | 0.33% | 93,738 | $21.9M | Add +0.5% |
| C Citigroup Inc. | 0.32% | 301,312 | $21.4M | Reduce -8.8% |
| PANW Palo Alto Networks Inc. | 0.32% | 124,524 | $21.2M | Add +1.1% |
| RTX RTX Corp. | 0.32% | 160,170 | $21.2M | Add +1.8% |
| VOD Vodafone Group PLC-SP ADR | 0.32% | 2,253,059 | $21.1M | Add +272.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 56,406 | $20.9M | Add +1.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 103,213 | $20.9M | Add +5.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 496,815 | $20.7M | Add +2.3% |
| PEP Pepsico Inc. | 0.31% | 136,607 | $20.5M | Reduce -11.2% |
| DNOV FT Vest US Equity Deep Buffe | 0.31% | 488,366 | $20.5M | Reduce -1.0% |
| ASTS Ast Spacemobile Inc. | 0.31% | 888,654 | $20.2M | Add +4.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 121,231 | $20.1M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 80,535 | $20.0M | Add +5.1% |
| TMUS T-Mobile US Inc. | 0.30% | 74,814 | $20.0M | Add +37.8% |
| QCOM Qualcomm Inc. | 0.30% | 128,722 | $19.8M | Add +15.0% |
| CAT Caterpillar Inc. | 0.29% | 58,676 | $19.4M | Add +6.4% |
| NEE Nextera Energy Inc. | 0.29% | 271,051 | $19.2M | Add +10.2% |
| MCD McDonald's Corp. | 0.29% | 60,428 | $18.9M | Add +12.1% |
| ORLY O'reilly Automotive Inc. | 0.28% | 13,146 | $18.8M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.28% | 250,062 | $18.2M | Add +51.1% |
| MRK Merck & Co. Inc. | 0.28% | 202,663 | $18.2M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 70,184 | $18.2M | Add +11.8% |
| MDT Medtronic PLC | 0.27% | 201,928 | $18.1M | Add +8.2% |
| MRVL Marvell Technology Inc. | 0.27% | 293,749 | $18.1M | Add +14.1% |
| MPC Marathon Petroleum Corp. | 0.27% | 121,641 | $17.7M | Reduce -8.8% |
| BX Blackstone Inc. | 0.26% | 123,871 | $17.3M | Add +16.8% |
| ET Energy Transfer LP | 0.26% | 924,152 | $17.2M | Reduce -7.6% |
| ENB Enbridge Inc. | 0.25% | 374,812 | $16.6M | Reduce -3.0% |
| PFE Pfizer Inc. | 0.24% | 636,215 | $16.1M | Add +9.4% |
| ZTS Zoetis Inc. | 0.23% | 94,346 | $15.5M | Add +1.3% |
| EPD Enterprise Products Partners | 0.23% | 449,091 | $15.3M | Add +0.2% |
| AXP American Express Co. | 0.23% | 56,909 | $15.3M | Add +13.8% |
| LMT Lockheed Martin Corp. | 0.23% | 34,026 | $15.2M | Add +7.4% |
| KMX Carmax Inc. | 0.23% | 194,872 | $15.2M | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 30,272 | $15.1M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 538,426 | $15.1M | Add +16.8% |
| HON Honeywell International Inc. | 0.23% | 70,976 | $15.0M | Add +12.5% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 242,509 | $14.8M | Add +12.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 41,186 | $14.5M | Add +10.5% |
| VST Vistra Corp. | 0.22% | 123,521 | $14.5M | Add +31.4% |
| CRM Salesforce Inc. | 0.22% | 53,137 | $14.3M | Add +5.9% |
| ROK Rockwell Automation Inc. | 0.22% | 55,083 | $14.2M | Reduce -0.4% |
| SMCI Super Micro Computer Inc. | 0.21% | 415,230 | $14.2M | Add +7.7% |
| FTCS First Trust Capital Strength | 0.21% | 158,085 | $14.2M | Add +2.5% |
| AMAT Applied Materials Inc. | 0.21% | 97,520 | $14.2M | Add +34.3% |
| JEF Jefferies Financial Group Inc. | 0.21% | 264,074 | $14.1M | Reduce -5.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.21% | 473,884 | $14.1M | Add +19.0% |
| AFL Aflac Inc. | 0.21% | 126,321 | $14.0M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.21% | 105,363 | $14.0M | Add +4.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.21% | 127,948 | $13.9M | Add +8.1% |
| XLV SS Health Care Select Sector | 0.21% | 94,757 | $13.8M | Add +10.7% |
| PM Philip Morris International | 0.21% | 86,388 | $13.7M | Add +4.8% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $8.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 4,226 | $5.2M | Reduce -7.5% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 12,497 | $748K | Add +14.1% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 7,212 | $527K | Reduce -37.2% |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 10,781 | $438K | Reduce -16.5% |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 8,878 | $424K | Reduce -36.1% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 10,565 | $377K | Reduce -5.3% |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 4,040 | $339K | New |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 4,693 | $224K | Reduce -14.3% |
Total filed on the 13F, all lines: $6.6B.
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -1.6% | 3.95% | −0.51 |
| TSLA Tesla Inc. | Reduce -5.0% | 0.53% | −0.33 |
| AVGO Broadcom Inc. | Reduce -1.4% | 0.81% | −0.32 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 1.01% | −0.22 |
| PLTR Palantir Technologies Inc. Class A | Reduce -34.6% | 0.45% | −0.16 |
| PWR Quanta Services Inc. | Reduce -5.6% | 0.46% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.0% | 0.90% | −0.13 |
| KKR KKR & Co. Inc. | Reduce -4.7% | 0.34% | −0.11 |
| JEF Jefferies Financial Group Inc. | Reduce -5.0% | 0.21% | −0.11 |
| MPLX MPLX LP | Reduce -85.1% | 0.02% | −0.11 |
| T AT&T Inc. | Reduce -35.5% | 0.34% | −0.08 |
| MS Morgan Stanley | Reduce -30.2% | 0.15% | −0.08 |
| VRT Vertiv Holdings Co. Class A | Reduce -26.3% | 0.06% | −0.07 |
| IONQ Ionq Inc. | Reduce -41.7% | 0.03% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -25.5% | 0.20% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -2.0% | 0.53% | −0.07 |
| BLK BlackRock Inc. | Reduce -24.9% | 0.15% | −0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -91.4% | 0.01% | −0.06 |
| XLK SS Technology Select Sector | Reduce -19.5% | 0.16% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.0% | 0.30% | −0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -27.0% | 0.15% | −0.06 |
| FTXL First Trust Nasdaq Semicondu | Reduce -93.0% | 0.00% | −0.06 |
| CG The Carlyle Group Inc. | Reduce -11.6% | 0.19% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -4.0% | 0.05% | −0.05 |
| PATH Uipath Inc. Class A | Reduce -89.9% | 0.00% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -30.1% | 0.07% | −0.05 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -59.0% | 0.03% | −0.05 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.05 |
| RRX Regal Rexnord Corp. | Reduce -14.7% | 0.09% | −0.05 |
| ULTA Ulta Beauty Inc. | Reduce -66.8% | 0.02% | −0.05 |
| ANET Arista Networks Inc. | Reduce -21.8% | 0.06% | −0.05 |
| ORCL Oracle Corp. | Reduce -8.5% | 0.15% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.2% | 0.14% | −0.04 |
| SOFI Sofi Technologies Inc. | Reduce -33.7% | 0.04% | −0.04 |
| TGT Target Corp. | Reduce -20.0% | 0.07% | −0.04 |
| DIS The Walt Disney Co. | Reduce -9.4% | 0.17% | −0.04 |
| PEP Pepsico Inc. | Reduce -11.2% | 0.31% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -12.7% | 0.41% | −0.04 |
| TPR Tapestry Inc. | Reduce -79.6% | 0.01% | −0.04 |
| EMR Emerson Electric Co. | Reduce -9.4% | 0.16% | −0.04 |
| XLRE SS Real Estate Select Sector | Reduce -62.3% | 0.02% | −0.04 |
| MOD Modine Manufacturing Co. | Reduce -7.7% | 0.05% | −0.03 |
| ET Energy Transfer LP | Reduce -7.6% | 0.26% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -27.6% | 0.06% | −0.03 |
| ARM Arm Holdings PLC-ADR | Reduce -22.9% | 0.07% | −0.03 |
| PSCT Invesco S&P Smallcap Informa | Sold out | 0.00% | −0.03 |
| FDN First Trust DJ Internet Ind | Reduce -18.3% | 0.10% | −0.03 |
| GPN Global Payments Inc. | Reduce -25.0% | 0.06% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.4% | 0.17% | −0.03 |
| RSST Return Stacked US SM FTR ETF | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 1.60% | +0.27 |
| VOD Vodafone Group PLC-SP ADR | Add +272.9% | 0.32% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +9.0% | 1.48% | +0.17 |
| UBER Uber Technologies Inc. | Add +51.1% | 0.28% | +0.13 |
| TMUS T-Mobile US Inc. | Add +37.8% | 0.30% | +0.12 |
| V Visa Inc. Class A | Add +2.1% | 0.96% | +0.12 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | New | 0.11% | +0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +88.9% | 0.21% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.3% | 1.07% | +0.10 |
| GILD Gilead Sciences Inc. | Add +1.4% | 0.49% | +0.10 |
| GLD SPDR Gold Shares | Add +6.3% | 0.42% | +0.09 |
| ABBV Abbvie Inc. | Add +1.8% | 0.48% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +136.3% | 0.15% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +21.0% | 0.56% | +0.08 |
| CVX Chevron Corp. | Add +3.4% | 0.45% | +0.08 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.92% | +0.08 |
| MDY State Street SPDR S&P Midcap | Add +125.3% | 0.14% | +0.07 |
| HELO JPMorgan Hedged Equity ETF | New | 0.07% | +0.07 |
| MAGS Roundhill Magnificent Seven | New | 0.07% | +0.07 |
| NEM Newmont Corp. | Add +30.7% | 0.15% | +0.06 |
| GEV GE Vernova Inc. | Add +168.7% | 0.10% | +0.06 |
| LMBS First Trust Low Duration Opp | Add +139.7% | 0.10% | +0.06 |
| FMAR FT Vest US Equity Buffer ETF | Add +505.9% | 0.07% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +41.1% | 0.20% | +0.06 |
| PM Philip Morris International | Add +4.8% | 0.21% | +0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Add +107.2% | 0.11% | +0.06 |
| RITM Rithm Capital Corp. | Add +1146.2% | 0.06% | +0.06 |
| SAN Banco Santander SA-Spon ADR | Add +856.8% | 0.06% | +0.06 |
| USB US Bancorp | Add +75.4% | 0.15% | +0.05 |
| FXO First Trust Financial Alphad | Add +710.6% | 0.06% | +0.05 |
| GBIL Goldman Sachs Access Treasur | Add +49.5% | 0.15% | +0.05 |
| MCD McDonald's Corp. | Add +12.1% | 0.29% | +0.05 |
| MDT Medtronic PLC | Add +8.2% | 0.27% | +0.05 |
| IBM Intl Business Machines Corp. | Add +5.1% | 0.30% | +0.05 |
| RTX RTX Corp. | Add +1.8% | 0.32% | +0.05 |
| DVN Devon Energy Corp. | Add +74.5% | 0.09% | +0.05 |
| XLY SS Consumer Disc Select Sect | Add +105.3% | 0.10% | +0.05 |
| AM Antero Midstream Corp. | Add +7.0% | 0.20% | +0.05 |
| OKE Oneok Inc. | Add +59.8% | 0.11% | +0.04 |
| QCOM Qualcomm Inc. | Add +15.0% | 0.30% | +0.04 |
| SHV iShares 0-1 Year Treasury Bo | Add +8.5% | 0.46% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +12.7% | 0.22% | +0.04 |
| ABT Abbott Laboratories | Add +4.7% | 0.21% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | Add +237.2% | 0.06% | +0.04 |
| HASI Ha Sustainable Infrastructur | Add +38.9% | 0.11% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +16.8% | 0.23% | +0.04 |
| SMCI Super Micro Computer Inc. | Add +7.7% | 0.21% | +0.04 |
| AMT American Tower Corp. | Add +8.6% | 0.17% | +0.04 |
| MSI Motorola Solutions Inc. | Add +228.9% | 0.06% | +0.04 |
| AMAT Applied Materials Inc. | Add +34.3% | 0.21% | +0.04 |
Notes & Other Activity Q4 2024 → Q1 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -7.5% | 4,226 | $5.2M |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +14.1% | 12,497 | $748K |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -37.2% | 7,212 | $527K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -16.5% | 10,781 | $438K |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Reduce -36.1% | 8,878 | $424K |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Reduce -5.3% | 10,565 | $377K |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | New | 4,040 | $339K |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | Sold out | 3,200 | $226Kbefore exit |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Reduce -14.3% | 4,693 | $224K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,747 | $9.4B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q1 2026 | 1,673 | $8.2B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q4 2025 | 1,521 | $7.0B | MSFT, NVDA, GOOGL, GOOG, JPM |
| Q3 2025 | 1,639 | $8.2B | MSFT, AAPL, NVDA, AMZN, META |
| Q2 2025 | 1,596 | $7.6B | MSFT, AAPL, NVDA, AMZN, META |
| Q1 2025 | 1,556 | $6.6B | MSFT, AAPL, NVDA, AMZN, BRK.B |
| Q4 2024 | 1,540 | $6.7B | MSFT, AAPL, NVDA, AMZN, META |
| Q3 2024 | 1,498 | $6.5B | MSFT, AAPL, NVDA, AMZN, META |
| Q2 2024 | 1,425 | $6.3B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q1 2024 | 1,431 | $6.0B | MSFT, AAPL, NVDA, AMZN, BRK.B |